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Wealthspire Advisors (New York)’s American Coastal Insurance ACIC Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ACIC Stock Details ACIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,190
Closed -$36.3K – 1049
2025
Q3 		$36.3K Buy
+3,190
New +$34.7K ﹤0.01% 1368

Other funds holding ACIC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s ACIC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of American Coastal Insurance (ACIC) in Q4 2025, closing a stake of 3,190 shares — an estimated $36.3K sold.

Wealthspire Advisors (New York) first reported a position in ACIC in Q3 2025 and held it in 1 quarter. The position peaked at $36.3K in Q3 2025. 137 funds tracked by Wall St. Rank hold ACIC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining American Coastal Insurance position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,190 American Coastal Insurance shares in Q4 2025, an estimated $36.3K.
  • Wealthspire Advisors (New York) first reported a position in American Coastal Insurance in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s American Coastal Insurance position peaked at $36.3K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held American Coastal Insurance as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.